PRPrincipal MF

Principal Child Benefit Fund - Super Saver - Future Guard Plan

hybridHybrid - Aggressive Hybrid FundBenchmark: CRISIL Hybrid 35+65 - Aggressive Index

NAV · 10 Jul 2009₹64.01-1.16%

AUM—

Expense Ratio2.50%

CAGR—

Exit Load1%

Min SIP₹500

Launched—

Investment Objective

to generate regular returns and/or capital appreciation/accretion with the aim of giving lumpsum capital growth at the end of the chosen target period or otherwise to the beneficiary.

Fund Mandate

Debt30%–49%

Equity51%–70%

MMI30%–49%

Others30%–49%

NAV Growth

Loading…

Fund Managers

Pankaj Tibrewal

Fund Manager

Key Information

2.50%

₹500

₹5,000

Nil

Inception—

AMCPrincipal MF

Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page

NAV growth Top holdings

Compare With

360 ONE Multi Asset Allocation Fund - Growth - Direct Plan and 4 more peers in this category.

Build comparison

Principal MF Latest News

Trailing Returns

PeriodReturns

1 Day-1.16%

Risk Metrics

Risk metrics are not available for this fund.

Fees

2.50%

Nil

₹500

₹5,000

Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme